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Managed by Mr. Arjun Kedia at 360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) — The portfolio focuses on generating returns while aiming to preserve capital by investing in a mix of instruments comprising of but not limited to Cash and Cash Equivalent instruments, Fixed Income and Fixed Income…
Investment approach vs Nifty Medium to Long Duration Debt Index. Figures >1 year are annualised. Official figures, updated monthly.
The portfolio focuses on generating returns while aiming to preserve capital by investing in a mix of instruments comprising of but not limited to Cash and Cash Equivalent instruments, Fixed Income and Fixed Income related instruments and hybrid instruments (Commercial papers, Certificates of deposits, Debentures, Bonds, Government Securities, Treasury Bills, REITs, lnvlTs, Preference Shares and across categories of Debt and Hybrid Mutual Funds (as specified by the regulator)). Portfolio Manager would actively manage the investment in various debt instruments based on prevailing yields, credit spreads, term structure, duration etc and would strive to keep the weighted average portfolio maturity below 4 years. These investments will be reviewed on a periodic basis and changes will be made based on the fundamental variables like Macro economic indicators, Fiscal Policy, Monetary Policy and technical variables like Demand/ Supply of Bonds, Positioning of market participants etc.
he is the strategy manager of the investment approach
Co-managers: Mr. Hriday Shah (7.00), Mr. Tushar Poojari (8.00)
Disclaimer: Some data fields may appear blank because the respective Portfolio Manager has not updated or submitted the information to the APMI database. The information presented is based on the latest data available through the APMI API and is subject to updates by the respective Portfolio Managers.